崔东树：全国乘用车市场5月末库存345万辆、库存54天 6月19日，乘联分会秘书长崔东树发文称，2025年5月月末全国乘用车行业库存345万辆，较上月下降5万 辆，较2024年5月增16万辆，形成库存持续高位的特征。目前的政策启动带来厂商的总体乐观，以旧换 新的生产较高，厂家批发相对积极，行业库存创出近两年新高。随着中央促消费政策的推动，各地车展 等营销活动的活跃，随着6-8月的销售逐步转入季节性淡季，未来三个月的销量逐步下行。因此根据 2025年5月底的库存与未来销量综合预估的现有库存支撑未来销售天数在54天，相对于2023年5月的54 天、2024年5月的51天，今年5月的总体库存压力稍有增大。 理想首款纯电SUV将于7月下旬发布 6月19日，理想汽车CEO李想在微博发文透露，理想i8将于7月下旬发布，现在内部关于理想i8的生产、 培训、交付等准备工作，已到最后筹备阶段。据了解，i8是理想首款纯电SUV，是理想i系列的首款产 品，定位中大型六座SUV。 计划为芯片业务引入战略投资者？蔚来：这属于猜测性信息 据每日经济新闻，有消息称，蔚来计划为其芯片业务引入战略投资者。该团队目前仍归属于公司内部业 务部门， ...

Core Viewpoint - The emergence of "zero-kilometer used cars" has sparked controversy in the automotive industry, with some viewing it as a beneficial option for consumers while others see it as a market anomaly driven by excess inventory and sales manipulation [2][19]. Group 1: Industry Dynamics - A chairman of a domestic car company labeled zero-kilometer used cars as an "industry chaos," claiming they are not genuine used cars but rather new cars sold to dealers to improve sales figures [2][4]. - The zero-kilometer used car phenomenon is linked to high inventory levels among car manufacturers, with dealers facing pressure to sell vehicles quickly to avoid losses and secure rebates from manufacturers [8][9]. - The China Automobile Dealers Association reported that the inventory coefficient for car dealers remained above 1.4, indicating ongoing inventory challenges in the industry [8]. Group 2: Consumer Perspective - Consumers generally view zero-kilometer used cars positively, as they offer the opportunity to purchase nearly new vehicles at lower prices compared to traditional new cars [2][4]. - Examples of significant price reductions for zero-kilometer used cars were provided, showing savings of nearly 10,000 yuan or more compared to new car prices from dealerships [4]. - The existence of zero-kilometer used cars allows consumers to benefit from lower prices while still obtaining vehicles that are effectively new [19]. Group 3: Market Implications - The practice of selling zero-kilometer used cars may distort sales data reported by manufacturers, leading to inaccuracies in production planning and market strategy [19][20]. - Industry experts suggest that the zero-kilometer used car market could lead to consumer protection disputes if dealers do not transparently disclose the nature of these vehicles [20]. - The phenomenon raises concerns about the long-term health of the automotive market, as it may encourage unsustainable practices among manufacturers and dealers [21]. Group 4: Recommendations and Solutions - To address the underlying issues leading to the rise of zero-kilometer used cars, manufacturers should optimize production strategies to better align supply with demand, thereby reducing excess inventory [21]. - Experts recommend enhancing the profitability and service levels of existing sales channels rather than relying on aggressive discounting and inventory-clearing tactics [21].

在长城汽车董事长魏建军炮轰"零公里二手车"后，一些二手车商坐不住了。 "只要价格便宜，就是好事情""老百姓需要的，就是好东西""我不管是不是乱象，它就是'香'"……在社交媒体上，近期有不少来自全国各地的二手车商集 中发声，为"零公里二手车"辩护。 "零公里二手车"，即已经被注册却并未销售给终端用户的汽车，名义上属于二手车，但车况与新车基本相同（因没有实际行驶距离，被称为"零公里"）， 定价上则低于新车。 上述二手车商们为"零公里二手车"辩护的声音，并非所有人都买账。在社交媒体上，有网民担忧"零公里二手车"的售后问题，还有网民担忧会有"调表 车"冒充"零公里二手车"。 与网民的担忧相比，魏建军直指"零公里二手车"的危害性：这种击穿底线的降价狂欢，正在摧毁汽车流通根基。耐人寻味的是，当前除了长城汽车，还没 有其他整车企业针对"零公里二手车"做出公开表态。 不过，监管部门已经展开行动。汽车行业内有消息称，近日商务部召集部分整车企业、二手车交易平台和行业协会，共同就"零公里二手车"相关问题进行 专题研讨。经济观察报从一家与会企业内部人士口中得知，该消息属实。 汽车后市场及二手车交易领域资深从业者胡博告诉经济观察报，" ...